B. Riley Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

B. Riley Wealth Advisors’s Portfolio SPTS Stock Details SPTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$420K	Buy	14,455 +120	+0.8%	+$3.49K	0.02%	519
2026 Q1	$418K	Sell	14,335 -8,225	-36%	-$241K	0.03%	482
2025 Q4	$661K	Buy	22,560 +262	+1%	+$7.68K	0.03%	442
2025 Q3	$654K	Sell	22,298 -2,065	-8%	-$60.4K	0.03%	449
2025 Q2	$714K	Buy	+24,363	New	+$711K	0.03%	423
2024 Q4	$674K	Buy	23,236 +1,057	+5%	+$30.7K	0.02%	582
2024 Q3	$652K	Sell	22,179 -230	-1%	-$6.71K	0.02%	648
2024 Q2	$647K	Buy	+22,409	New	+$645K	0.02%	695
2024 Q1	–	Sell	-17,125	Closed	-$497K	–	1509
2023 Q4	$497K	Buy	+17,125	New	+$493K	0.01%	811
2023 Q2	–	Sell	-7,922	Closed	-$232K	–	1641
2023 Q1	$232K	Buy	+7,922	New	+$230K	0.01%	1218
2021 Q2	–	Sell	-7,946	Closed	-$244K	–	1455
2021 Q1	$244K	Sell	7,946 -3,430	-30%	-$105K	0.01%	1102
2020 Q4	$350K	Sell	11,376 -9,705	-46%	-$298K	0.02%	673
2020 Q3	$648K	Buy	21,081 +9,835	+87%	+$302K	0.03%	442
2020 Q2	$346K	Sell	11,246 -1,734	-13%	-$53.2K	0.02%	584
2020 Q1	$399K	Sell	12,980 -1,276	-9%	-$38.6K	0.03%	456
2019 Q4	$428K	Buy	14,256 +374	+3%	+$11.2K	0.04%	486
2019 Q3	$417K	Buy	+13,882	New	+$416K	0.04%	463

Other funds holding SPTS

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

B. Riley Wealth Advisors's SPTS Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.84% in Q2 2026, buying an estimated $3.49K and bringing the position to 14,455 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #519.

B. Riley Wealth Advisors first reported a position in SPTS in Q3 2019 and has held it in 17 quarters since. The position peaked at $714K in Q2 2025. 77 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

B. Riley Wealth Advisors held 14,455 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $420K as of Q2 2026.
B. Riley Wealth Advisors bought 120 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $3.49K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #519 holding.
B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2019 and has held it in 17 quarters since.
B. Riley Wealth Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $714K in Q2 2025.
77 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.